Frequently Asked Questions

Do you have questions about the GROUPIRA® Program or how we work with our Members and their Investment Advisers? Below are some of the most common questions we get. If you do not see answers to your questions, we invite you to call our office and speak with one of our IRA Consultants.

Under certain circumstances, employers may automatically distribute the accounts of participants from workplace retirement plans. In such instances, the employer appoints an automatic IRA service provider track the account. Many employers engage GROUPIRA to serve as the automatic IRA service provider for workplace retirement plans.

Claiming your account is easy. If your account was automatically distributed from your former employer's workplace retirement plan to GROUPIRA, simply call our office during regular business hours. One of our IRA Consultants will confirm your information and will be happy to help you.

GROUPIRA partners with investment advisory firms, which enables our Members to access professional investment advice and investment management services. Our investment adviser directory identifies the investment advisers which are publicly available to our Members.

Have you heard enough? Are you ready to get started?

GROUPIRA is a financial technology (FinTech) company. Our individual retirement account technology program and order routing system enables GROUPIRA members and their investment advisers to invest better for whatever comes next in life.